+2.8%
GDXJ vs AR
+11.3%
-8.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -8.1% | +7.4% | -15.5% | -6.6% |
| 30D | -5.5% | +5.8% | -11.2% | -4.4% |
| 3M | -14.6% | +5.2% | -19.8% | -13.4% |
| 6M | -23.2% | +5.4% | -28.6% | -21.8% |
| YTD | -13.0% | +12.4% | -25.4% | -15.1% |
| 1Y | +2.8% | +12.8% | -10.1% | -0.1% |
| All | +2.8% | +11.3% | -8.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling